Archives of Wealth Management

Are you retiring in the next 5 to 10 years? The ultimate 8 step pre-retirement checklist

Are you retiring in the next 5 to 10 years? The ultimate 8 step pre-retirement checklist – Paul Damant, CFP (Director, Cornerstone Asset Management and Managing Director, Cornerstone Financial Services Group of Companies) So, you’re getting close to retirement – an exciting time of much needed and well-earned freedom and relaxation awaits, along with all the other […]

Monthly Market Update

Equity markets rallied sharply in June 2019 on expectations of lower interest rates by the US Federal Reserve. This resulted in the JSE All Share Index outperforming both global (MSCI World) and emerging market (MSCI EM Index) in rand and dollar terms. However, the gained confidence on the back of the expected looser monetary policy, […]

A Practical Guide to Offshore Investing

A Practical Guide to Offshore Investing – Tomas Blendulf CAIASM (Head of Cornerstone Cape Town Operations) It’s been a tough few years for the South African Equity Market. The total return on the FTSE/JSE All Share has been a paltry 6.8% p.a. over the last 5 years. Compare this to the long-term average of just […]

Monthly Market Update

Monthly Market Update – May 2019 – Rich Mashayanyika, Director Cornerstone Asset Management May 2019 was a busy month for markets, both locally and globally. Markets were in the red across the globe, with geopolitical issues being one of the major contributors to the downdraft. The “Trump” effect reared its nasty head once again with […]

Moms, teach your children to be money smart in 6 easy tips

Moms, teach your children to be money smart in 6 easy tips Every mother wants to ensure that their children are prepared with all the necessary life skills to face the many obstacles and challenges of adulthood. One of the most important life skills that a child must learn, is how to manage their money. […]

Monthly Market Update

Monthly Market Update – Rich Mashayanyika, Director Cornerstone Asset Management May 2019 was a busy month for markets, both locally and globally. Markets were in the red across the globe, with geopolitical issues being one of the major contributors to the downdraft. The “Trump” effect reared its nasty head once again with the US increasing […]

Monthly Market Update

Monthly Market Update – Rich Mashayanyika, Director Cornerstone Asset Management After what was considered a solid performance in January, the local markets (JSE All Share) showed no intention of slowing down and performed even better in February. This positive performance could be attributed to the favourable developments in the trade negotiations between China and America […]

Wealth management for beginners, Part 2: Time horizons

Wealth management for beginners, Part 2: Time horizons – Rich Mashayanyika, Director Cornerstone Asset Management Cornerstone Investment Advisory Services is constantly striving to improve the way we grow and build the wealth of our valued clients. We believe that one of the biggest steps to financial freedom is education and improved understanding of how investments […]

Monthly Market Update

Monthly Market Update – Rich Mashayanyika, Director Cornerstone Asset Management After a rocky 2018, global markets closed the first month of the new year on a high note. The Federal Reserve left their interest rates unchanged at 2.5% in line with market expectations, reaffirming its position to be patient with future rate hikes. Locally, South […]
Contact us
close slider

    If there’s anything you would like to discuss, please drop us a line and we’ll get back to you.